The Nikkei Average rose by 98 yen, rebounding for the first time in three days, and showed a steady trend towards the end of trading on the 21st afternoon.
On the 21st, the Nikkei average stock price in the afternoon session increased by 98.90 yen compared to the previous day, closing at 38,776.94 yen, marking a rebound for the first time in three days. The TOPIX (Tokyo Stock Price Index) also rose slightly by 1.93 points to finish at 2,736.53 points. Following the decline of U.S. stocks on the 20th, selling pressure began in the morning. Afterward, concerns about yen appreciation against the dollar led to a sluggish trend. However, during the House of Representatives' Budget Committee meeting, Bank of Japan Governor Kazuo Ueda stated, "If long-term interest rates rise rapidly, the Bank will flexibly increase government bond purchases."
Express News | [Change Report] UBS AG reported a decrease in its Shareholding in Sunwells (9229.JP) to 5.13%.
Stock news premium = Japan hospice, a sudden rise in movement - after adjustments, the PER is in the 12 times range.
The successful player in hospice-related services, Japan Hospice Holdings <7061.T>, has seen a sharp rise in activity coinciding with the Earnings Reports. It provides terminal care in response to terminally ill cancer patients and patients with difficult diseases. Amid the struggles of similar businesses like Sunwells <9229.T>, which lost credibility due to overbilling issues, and Ambis Holdings <7071.T>, which is expected to see decreased profits due to increased burdens, the company has indicated a significant profit increase, marking its success.
The Nikkei average fell sharply by 486 points and continued to decline, but the drop narrowed as excessive selling pressure came to an end in the afternoon session of the 20th.
On the 20th, the Nikkei average stock price fell significantly, closing at 38,678.04 yen, down 486 yen and 57 sen from the previous day. The TOPIX (Tokyo Stock Price Index) also continued to drop, down 32.65 points to 2,734.60 points. The Nikkei average started trading with selling pressure from the morning. Additionally, the automotive tariff policy from U.S. President Trump weighed heavily, leading to poor performance in related stocks, and the decline in U.S. stock index Futures during extended hours trading added to the burden. Following a meeting between Prime Minister Shigeru Ishiba and Bank of Japan Governor Kazuo Ueda at noon, talks about interest rate hikes began.
February 20 [Today's investment strategy]
[FISCO Selected Stocks]【Material Stocks】Kura Sushi <2695> 2,590 yen (2/19) operates conveyor belt sushi "Kura Sushi" primarily in roadside locations. It has announced the reintroduction of its shareholder incentive program. The shareholder incentive program was set to be abolished after the reference date at the end of April 2025, but due to requests and opinions from many shareholders about the reinstatement of the program, it will be reintroduced. Previously, discount coupons were provided, but they will be changed to meal vouchers for easier use.【Emerging Markets Stock】ALiNK Internet <7
Focus on Kura Sushi and Nippon Professional Baseball, while Sanwells and FIG seem to be sluggish.
In the US stock market on the 19th, the Dow Jones Industrial Average rose by $71.25 to 44,627.59, the Nasdaq Composite Index increased by 14.99 points to 20,056.25, and the Chicago Nikkei 225 Futures fell by 185 yen from the Osaka daytime, reaching 38,985 yen. The exchange rate is 1 dollar = 151.40-50 yen. In today's Tokyo market, Kurazushi <2695>, which announced a reintroduction of the shareholder benefit program, and UMC Ele <6615>, which announced that it has established a seven-line mass production system for products aimed at the electric vehicle industry, are in focus.
FIG, operating profit for 24/12 decreased by 49.7% to 0.363 billion yen.
The financial results for the fiscal year ending December 2024, announced by FIG <4392>, show that revenue was 12 billion 16 million yen, a decrease of 11.2% from the previous period, and operating profit was 0.3 billion 63 million yen, down 49.7%. This was in line with the downward revision on November 14. Mobile Create experienced strong performance across all IoT services, achieving the highest gross profit ever. REALIZE faced delays in demand recovery from inventory adjustments in the Semiconductors market and production cuts due to shutdowns at Autos factories.
Sunwels: Presentation of financial results for the 3rd quarter of the fiscal year ending March 31, 2025
Sunwels: Summary of financial results for the 3rd quarter of the fiscal year ending March 31, 2025 [Japanese GAAP] (unconsolidated)
Stocks that hit the upper or lower limit in the afternoon session.
■ Stop high <3195> Generation Pass <4673> Kawasaki Geological <6171> Civil Engineering Management Comprehensive Testing Institute <6190> Phoenix Bio <6835> Allied Telesis Holdings <7091> Living Platform <8783> GFA <9229> Sun Wells ■ Stop low <3905> Data Section *Includes temporary stop high/low (indicative prices).
The Nikkei average fell by 105 yen, declining for the first time in three days, with the number of declining stocks on the Main Board approaching 1,000 = 19th afternoon session.
On the 19th, the Nikkei average stock price fell by 105 yen and 79 sen from the previous day to 39,164 yen and 61 sen, marking a decline for the first time in three days. The TOPIX (Tokyo Stock Price Index) also dropped by 8.26 points to 2,767.25 points. The Nikkei average began trading under a sell-off trend since the morning. On the 18th in local time, US President Trump revealed that he is considering tariffs on autos imported into the USA, which may be around 25%. He also indicated that similar tariffs would apply to Semiconductors and Pharmaceuticals.
Fisco, FIG, Hamakum, Sunwelz (19th)
※The above Calendar is just a plan and is subject to change due to company circumstances.---------------------------------------February 19 (Wednesday) <3807> Fisco <4392> FIG <5101> Hamagumo <9229> Sunwells---------------------------------------February 20 (Thursday)-----------
Stocks that moved or were traded in the first half of the session.
*MIGARO HD <5535> 6270 +1000 after a sharp decline in the previous days, buying on dips is prevalent. *Sanwells <9229> 608 +56 after the Earnings Reports, rebound movements are dominant. *Kioxia HD <285A> 2258 +205 positive movement continues regarding this period's earnings guidance. *Enplas <6961> 4745 +415 movements are also conscious of filling the gap opened at the beginning of the month. *Mitsubishi Motors <7211> 421 +30.4
The Nikkei Average is up by about 165 yen, with significant buying in the stock price Index ETF, expanding the gains = early trading on the 18th.
On the 18th at around 10:08 AM, the Nikkei average stock price fluctuated about 165 yen higher compared to the previous day, around 39,340 yen. Following the rise in US stock index Futures during Extended hours trading, buying activity led in the morning. Although there were moments of stagnation, a substantial buy into the stock index Futures prompted an expansion in gains. At 10:00 AM, the index reached 39,356.35 yen, an increase of 182.10 yen. On the 17th local time, the US stock market was closed for Presidents' Day.
P.A., Bridgestone Corporation Unsponsored ADR (17th)
※The above Calendar is merely a schedule and may change due to corporate circumstances. --------------------------------------- February 17 (Monday) <4766> PEA <5108> Bridgestone Corporation Unsponsored ADR --------------------------------------- February 18 (Tuesday) <4704> Trend ---------------------------
The Nikkei average rose by 497 yen for a significant three-day consecutive gain, after the Buy orders have subsided, it is somewhat heavy on the upside = afternoon of the 13th.
On the 13th, the Nikkei average stock price rose significantly by 497.77 yen to 39,461.47 yen, continuing to rise for three consecutive days. The TOPIX (Tokyo Stock Price Index) increased by 32.26 points to 2,765.59 points. On the 12th, US Stocks showed mixed results with the Dow Inc falling for the first time in three days while the Nasdaq Composite Index rebounded. However, the Nikkei average started with buying pressure due to the depreciation of the yen. After the initial surge in buying, there were some instances of resistance at higher prices, but as the afternoon session began, it showed a strong upward trend.
Recruit Holdings has revised its 2025/3 operating profit upward to 488 billion yen from 442.7 billion yen.
Recruit Holdings <6098> announced a revision of its financial estimates for the fiscal year ending in March 2025. Revenue has been revised upward from 3 trillion 468.7 billion yen to 3 trillion 560 billion yen, and operating profit has been revised upward from 442.7 billion yen to 488 billion yen. The HR Technology business, centered around the US job search site "Indeed," is performing well, contributing to increased revenue per paid job advertisement. Matching & solutions such as the real estate site "SUUMO" and the beauty reservation site "Hot Pepper View Inc" are also contributing.
Sunwels: Half Year Report - Term 20 (2024/04/01 - 2025/03/31)
Sunwels: (Correction/Numerical Data Correction) Partial Corrections to the “Summary Financial Results for the 1st Quarter Ending March 31, 2025 [Japanese GAAP] (Unconsolidated)”
Sunwels: (Correction/Numerical Data Correction) Partial Corrections to the “Financial Results Report for the Fiscal Year Ending March 2024 [Japanese GAAP] (Unconsolidated)”